Added to YB: 2025-08-05
Pitch date: 2025-08-01
NVO [bullish]
Novo Nordisk A/S
-21.09%
current return
Author Info
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Company Info
Novo Nordisk A/S, together with its subsidiaries, engages in the research and development, manufacture, and distribution of pharmaceutical products.
Market Cap
DKK 1.1T
Pitch Price
DKK 300.20
Price Target
N/A
Dividend
4.94%
EV/EBITDA
7.46
P/E
10.29
EV/Sales
3.74
Sector
Pharmaceuticals
Category
value
Novo Nordisk - 9 years later
NVO: Added 0.5% position @ €42/share. Now cheap at 12.4x P/E (vs 35x in 2022), 4.3% yield + 1-2% buybacks. Est. 13% op profit growth = ~20% exp return. Risks: Trump (tariffs/drug prices), Eli Lilly competition (29x P/E). Opportunities: GLP-1 drugs show multiple applications + global rollout potential despite CEO transition.
Read full article (3 min)